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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	% of Portfolio	Status
3101	M1FG Mach-1 Financial Group Rogers, Arkansas	$0	-$42K	–	Closed
3102	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$0	-$898K	–	Closed
3103	MAG Mayfair Advisory Group Birmingham, Alabama	$0	-$458K	–	Closed
3104	Members Trust Tampa, Florida	$0	-$330K	–	Closed
3105	Merewether Investment Management Dallas, Texas	$0	-$3.52M	–	Closed
3106	Merriman Wealth Management Seattle, Washington	$0	-$335K	–	Closed
3107	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$0	-$328K	–	Closed
3108	MCM Mitchell Capital Management Leawood, Kansas	$0	-$350K	–	Closed
3109	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$0	-$784K	–	Closed
3110	MA Mudita Advisors London, United Kingdom	$0	-$2.6M	–	Closed
3111	MUFG Americas New York	$0	-$33.9M	–	Closed
3112	MA MYDA Advisors Woodmere, New York	$0	-$640K	–	Closed
3113	NEAM New England Asset Management Farmington, Connecticut	$0	-$276K	–	Closed
3114	NC Nitorum Capital New York	$0	-$20.6M	–	Closed
3115	ODG O'Dell Group Cincinnati, Ohio	$0	$0	–	Closed
3116	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$0	-$3.29M	–	Closed
3117	PHK Point72 Hong Kong Hong Kong	$0	-$16.8M	–	Closed
3118	PointState Capital New York	$0	-$108M	–	Closed
3119	PCMF Private Capital Management (Florida) Naples, Florida	$0	-$256K	–	Closed
3120	PFA Professional Financial Advisors North Platte, Nebraska	$0	-$29K	–	Closed
3121	PIM Profit Investment Management North Bethesda, Maryland	$0	-$459K	–	Closed
3122	PWC PYA Waltman Capital Knoxville, Tennessee	$0	-$4K	–	Closed
3123	QVR San Francisco, California	$0	-$390K	–	Closed
3124	RIM Ranger Investment Management Dallas, Texas	$0	-$4.91M	–	Closed
3125	RC RBO & Co Saint Helena, California	$0	-$765K	–	Closed